See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $176,343 |
UBS FINANCIAL SERVICES INC5 years Service code 99 · EIN 13-2638166 | Other Fees | $94,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,049 | $82,202-57.4% | $125,339-72.0% | $64,808-45.9% |
| Participation rate | 93.5% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -6.78% | 3.48%-10.3pp | 572.05%-578.8pp | 32.82%-39.6pp |
| Employer contribution / active EE | $684 | $3,615-81.1% | $4,814-85.8% | $2,506-72.7% |
| Participant deferral / active EE | $4,138 | $7,175-42.3% | $7,446-44.4% | $4,310-4.0% |
| Admin fee / account holder | $177 | $163+8.7% | $10,010-98.2% | $188-5.5% |